Anurag Mittal
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| UTI - Money Market Fund UTI · Money Market | fund manager | Dec 2021 | now | 57 | 6.9% p.a. | 6.8% p.a. | +0.09 pp | 100% of 21 |
| UTI Ultra Short to Short Term Fund UTI · Ultra Short to Short Term | fund manager | Dec 2021 | now | 57 | 6.7% p.a. | 6.7% p.a. | −0.04 pp | 0% of 21 |
| UTI Banking & PSU Debt Fund UTI · Banking and PSU Debt | fund manager | Dec 2021 | now | 57 | 8.0% p.a. | 6.3% p.a. | +1.67 pp | 86% of 21 |
| UTI - Corporate Bond Fund UTI · Corporate Bond | fund manager | Dec 2021 | now | 57 | 6.5% p.a. | 6.5% p.a. | −0.01 pp | 0% of 21 |
| UTI Balanced Advantage Fund UTI · Dynamic Asset Allocation or Balanced Advantage | debt portion | Aug 2023 | now | 37 | 9.6% p.a. | 10.8% p.a. | −1.19 pp | 0% of 1 |
| UTI Income Plus Arbitrage Active Fund of Fund UTI · FoF Domestic | fund manager | Mar 2025 | now | 18 | 5.8% p.a. | 10.3% p.a. | −4.58 pp | under 3 yrs |
| UTI Children's Hybrid Fund UTI · Children's | debt portion | Nov 2025 | now | 10 | −0.2% | 1.1% | −1.37 pp | under 3 yrs |
| UTI Retirement Fund UTI · Retirement | debt portion | Nov 2025 | now | 10 | 1.3% | 1.4% | −0.12 pp | under 3 yrs |
| UTI - Unit Linked Insurance Plan UTI · Dynamic Asset Allocation or Balanced Advantage | debt portion | by Feb 2026† | now | ≥ 7 | 5.2% | 3.0% | +2.21 pp | under 3 yrs |
| UTI - Equity Savings Fund UTI · Equity Savings | debt portion | Feb 2026 | now | 7 | 0.6% | 3.4% | −2.71 pp | under 3 yrs |
| UTI Ultra Short Term Fund UTI · Ultra Short Term | fund manager | Jul 2026 | now | 2 | 1.1% | 1.1% | +0.02 pp | under 3 yrs |
| UTI Short Term Fund UTI · Short Term | fund manager | Jul 2026 | now | 2 | 0.5% | 0.5% | +0.01 pp | under 3 yrs |
| UTI - Credit Risk Fund. UTI · Credit Risk | fund manager | Jul 2026 | now | 2 | 1.0% | 1.0% | −0.05 pp | under 3 yrs |
| UTI Medium Term Fund UTI · Medium Term | fund manager | Jul 2026 | now | 2 | 0.5% | 0.6% | −0.05 pp | under 3 yrs |
| UTi - Credit Risk Fund (Segregated - 13092019) UTI · Credit Risk | fund manager | Jul 2026 | now | 2 | — | — | — | under 3 yrs |
| UTI - Credit Risk Fund (Segregated - 17022019) UTI · Credit Risk | fund manager | Jul 2026 | now | 2 | — | — | — | under 3 yrs |
| UTI - Credit Risk Fund (Segregated - 06032020) UTI · Credit Risk | fund manager | Jul 2026 | now | 2 | — | — | — | — |
| UTI - Credit Risk Fund (Segregated - 07072020) UTI · Credit Risk | fund manager | Jul 2026 | now | 2 | — | — | — | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
5 of these stints are a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.